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Paul Rickard

Paul Rickard

Paul Rickard has more than 30 years’ experience in financial services and banking, including 20 years with the Commonwealth Bank Group in senior leadership roles. Paul was the founding Managing Director and CEO of CommSec, and was named Australian ‘Stockbroker of the Year’ in 2005. In 2011, Paul teamed up with Peter Switzer and Maureen Jordan to launch the Switzer Report, a newsletter and website for share market investors. A regular commentator in the media, investment advisor and company director, he is also a Non-Executive Director of Tyro Payments Ltd and PEXA Group Limited.

Latest Articles

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Four funds to boost income

Are you looking for income? Here are four listed credit funds to consider. They’re diversified, and have a reliable track record of providing stable, higher income returns across most market cycles

June 23, 2025 · 5 min read
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Questions of the Week

With the chatter about uranium stocks, do the major brokers prefer Paladin or Boss Energy? Can my 14 year old daughter, who works at McDonalds, get the super co-contribution from the Government? Is the ASX changing how the stock market opens? What are the rules around the spouse super contribution?

June 19, 2025 · 2 min read
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6 top tax tips for 2025

With the end of the financial year just two weeks away, you don’t have long to act to ensure you pay the optimal amount of tax. To that end, here are our 6 top tax tips for you to take advantage of.

June 16, 2025 · 6 min read
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Questions of the Week

Is Macquarie still a buy? Why has OncoSil’s share price been so volatile and what is our perspective on their prospects? What are the rules to follow to get the government super co-contribution for a grandchild? What is the price target for Wesfarmers?

June 12, 2025 · 3 min read
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Questions of the Week

Is QUAL (the Van Eck MSCI International Quality ETF) a good way to invest offshore? How can I get shares in the Virgin IPO? What are the rules about accessing the ‘bring forward’ rule to make a large super contribution? Do the major brokers see any upside with Brambles?

June 5, 2025 · 3 min read
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Portfolios higher as market surges

Our model portfolios finished considerably higher in the month. Year-to-date, the income portfolio continues to outperform.

June 2, 2025 · 4 min read
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Questions of the Week

Is Aristocrat Leisure, which has been a top performer, in the buy zone? Although our super balances are individually less than $3m but more than $3m in aggregate, if my spouse dies, will I have to pay the new super tax? Do you think President Trump has a plan? Is APA a buy at over $8.00?

May 29, 2025 · 3 min read
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5 tips to minimise the impact of the new $3m super tax

If your super balance is $3 million or more, there’s a high chance of paying more tax next year. There are strategies that can be employed to mitigate the impact of this new tax. Below are five tips but before that, I’ve done a review of how the tax will work in practice.

May 26, 2025 · 6 min read
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Questions of the Week

How does the new super tax work? Can I set an expiry date for share trade order? Do the major brokers see much upside for Macquarie shares?

May 22, 2025 · 2 min read

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